Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Quip
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Connect Quip and Salesforce

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quip

            Connect Quip and Salesforce

            Connect your Quip site to Salesforce. When you set up your site, we create permission sets, an Auth. provider, and external data source for you.

            Required Editions

            Available in: Enterprise, Performance, Professional, Developer, and Unlimited Editions
            • Only a Quip admin and Salesforce admin can connect an existing Quip site to Salesforce.
            • To complete the setup, first create a Client ID and Client Secret in the Quip Admin Console.
            1. In Salesforce Setup, from the Quick Find box, enter Quip, then select Quip (Salesforce Anywhere).
            2. Click Get Started.
              Set Up Quip page in Salesforce with Get Started button
            3. To connect your site, enter your Quip site subdomain and click Use your Quip Client ID and Client Secret. Tell Me How
              Get started with Quip window in Salesforce
              Note
              Note If you’re not a Quip site admin, ask the site’s admin for the Client ID and Client Secret.
            4. Assign the Quip permission set to give your team access to Quip features in Salesforce. You can manually assign the permission set or assign it to everyone. Learn About Quip Permissions
              Manage Permissions or Assign to Everyone option
            5. Optional: To see documents and spreadsheets in Global Search, validate and sync the external data source. Click Go To External Data Source and click Validate and Sync on the External Data Source page. If the Quip external data source is pending, click Edit, then Validate and Sync.
              Edit, Validate and Sync, and Pending highlighted for the Quip external data source
            6. To complete the setup, tell your users to click Take the Last Step.
              Take the Last Step connection banner

            See Also

             
            Loading
            Salesforce Help | Article